Client Service Associate

We are looking for a Client Services Associate (CSA) who would like to be an integral part of our Client Service Team and make a real impact on the clients they serve.

Streamline has been operating for 25 years and we currently manage over $350MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team.

If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then...Click the "Apply" button.

What You Will Be Doing

Scheduling, Meeting Prep and Post- Meeting Follow Up 60%

• Preparing for client meetings and running the post-meeting follow-up process
• Managing the calendar and scheduling for 5 advisors.
• Utilize Calend.ly and Zoom to schedule meetings both virtual and in the office.

Client Paperwork & Forms, Online Access 30%

• Prepare and process account-related paperwork and client accounts
• Address and beneficiary audits for clients
• CRM management
• Interface with client third party administrators, custodians, and broker-dealers
• Be the eMoney expert to help clients with their online dashboard

Compliance + Project Assistance 10%

• Track licensing and continuing education requirements for 5 advisors
• Assist on company-wide initiatives meant to improve the lives of clients

Requirements

We hope all of these describe you

• Teammate: You desire to serve others
• Communicator: You explain things in an easy to understand way
• Utility Player: You're adaptable to changing roles and responsibilities
• Continual Improvement: You look to make things better
• Owner Mentality: You have an ability to identify, own, and solve problems

Bonus Points

• Industry Experience
• Can create an efficient process that can be easily followed by others
• Experience with: G Suite, Apple Products, RingCentral, Orion, eMoney, Box.com, Zoom, and Calend.ly

Benefits

• Hybrid Schedule with both in-office and remote work.
• Weekly access to a Strengths Coach dedicated to our team and you becoming your best self
• A kitchen stocked with food and drinks
• 401(k) and company match
• Access to health benefits, long term disability, dental & vision insurance
• Incentive Bonus Opportunity
• PTO (personal time off) starting at 3 weeks plus major holidays
• MacBook computer for work use
• Work with like-minded Christian business people who want to put God at the center of all they do.
• Fee-free Charitable Giving Fund where you direct a portion of our profits to causes that you care about.